The main theme I am taking away is that for the first time in approx 9-12 months Euro and China prices are rising together.Seems that iron ore under $100 is vanadium’s friend.No Chinese v205 contained in their iron ore to blend with overseas ore so co production is down somewhat.The difference in the market is 5000 tonnes and with Russia offline I think the market is now short 20%.Let the V run begin : )
